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ND Financial Strategist

Financial & Wealth Management • Mutual Funds & Insurance • Retirement Planning
7 years exp
300+ clients
Speaks English, Hindi, Tamil, Telugu, Kannada
ND Financial Strategist
I help you achieve financial goals with strategies for risk transfer, children’s education, life value assessment and secure retirement planning
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Happy Clients
Naveen D made health and life insurance planning simple, explaining options clearly and helping me choose the best plan for my family. Highly recommended!
Devendiran
I was overwhelmed by insurance options, but Naveen D patiently explained plans, benefits, and costs, helping me choose the best one for my family. Highly recommended!
Govindraj
About Me
Empowering You to Secure Your Financial Future
Hi, I’m Naveen D. With 7+ years in the financial consultation industry, I have helped over 300 clients secure and grow their wealth through meticulous financial planning. Let me help you achieve your financial goals with confidence.

What I Do

I offer comprehensive financial consulting services, including wealth and financial management, tax filing, and retirement planning, to ensure your financial needs and goals are met efficiently.
Financial & Wealth Management: Providing personalized planning to maximize your wealth, ensuring long-term financial stability.
Tax & GST Filing: Expertly handling your tax filings to ensure compliance and optimal returns.
Retirement Corpus: Helping you build a substantial retirement corpus to enjoy a stress-free retirement.

Why Work With Me?

Choosing my services means partnering with an experienced professional dedicated to providing you with personalized and results-driven financial solutions.
Proven Experience: With over 7 years in the industry, I have successfully guided many clients to achieve their financial goals.
Client-Centric Approach: My strategies are tailored to each client, ensuring personalized solutions that fit your unique financial situation.
Results-Oriented: Focus on delivering tangible results, from wealth growth to optimized tax returns.

My Achievements

Successfully managed and improved the financial health of over 300 clients, ensuring substantial wealth growth and efficient tax filing with significant returns.
Reach out today to start your journey toward financial stability and growth!
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